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Posted: Sunday, December 10, 2017 12:06 AM


Financial Planner/CFP at Guidant Wealth Advisor
Palatine, IL 60067

About the Job

Are you ready to join a firm that will offer you interesting and challenging work, ability to contribute in a meaningful way and work with people and serve clients you truly enjoy?

We have a lot to offer the right person and we’re looking for the very best to join our team of caring, capable, and committed individuals.

Guidant Wealth Advisors is a close-knit team who’ve built an outstanding reputation for delivering quality financial planning to clients looking for personal guidance.

We are looking for an experienced CFP® with 10+ years serving clients and ready to find a long-term home. Our perfect hire will be experienced at financial planning, tax strategies, retirement planning, Social Security, Medicare guidance, insurance options, and estate planning.

Candidate must have a 4 year degree in related field, be a CFP®, or working toward a CFP®.

If you’re this person then you’re as unique as we are and we’d love to talk with you.

Be prepared to convince us that you can provide financial plans designed to meet the specific needs and concerns of high-value clients, work well with a team, and care about clients as much as we do.

Our reputation matters, and we expect our new hire to uphold the high standards set by our firm and represent us in a professional manner when representing the firm and working with collaborative professionals.

The Senior Wealth Advisor will be responsible for handling select financial planning clients and helping drive growth of our firm through new business development. A strong competency of Microsoft Office, contact management software (Junxure preferred) and financial planning software (Money Guide Pro preferred) is a requirement.

Once we find the right person we want you to stay and make this your home, and we offer a comprehensive salary and benefits package to fairly reward you for your contribution.

If you think you’re able to meet our high standards, please send a cover letter explaining what makes you the right hire, how you meet our criteria and a Resume outlining your experience to:

• Location: Chicago, Palatine

• Post ID: 81892647 chicago is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018